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Consulting and Special Project Services

Client Advisory Boards & Services

A majority of businesses operate on the assumption that they know what is important to their clients or customers. In fascinating ways, our program uncovers the reality (which is often quite surprising) by working directly with your clients as if they were on the board of your company. Use this program to create new partnerships with your key customers and then build on their feedback to create a stronger, much more centered business that generates greater loyalty and, of course greater profitability.

A Client Advisory Board will help your business:

  • Become more customer focused
  • Take the guess work out of determining your customer’s needs
  • Identify problem areas and service opportunities
  • Re-evaluate your customer service strategy
  • Re-visit your company’s vision, mission, goals, and objectives
  • Define future opportunities
  • And much more

Client Advisory Boards are a great way to improve the way your business deals with its customers.

The purpose of a Client Advisory Board is to listen to your customers’ opinions. You want them to be as candid as possible. The only way you can make changes and improve is by hearing the good along with the bad.

The Client Advisory Board Session:

  • Reviewing the Past – “Prior to using this company, who did you do business with?” and, “Why did you leave that company?”
  • Services – “What image do you think we have?”
  • Competition – “What other ‘like’ businesses do you use?”
  • Customer Service – “How are we doing compared to other companies you do business with?”
  • Overall – “What do you like about us? Dislike?”

A Client Advisory Board, facilitated by the experienced members of our Special Projects Department, is a perfect way to get to the heart of what your customers think about your business and what they want from it.

In short, the benefits of having a Client Advisory Board are:

  • Adding value to your clients by listening and responding to their needs
  • Clients often cross sell each other on services
  • Gaining insights as to what motivates people to buy from you
  • Solidify client relationships

Our Special Projects Team will analyze the results of the session with you and also help you implement changes suggested by your board to ensure your company is meeting their needs and expectations.

Take your company to the next level with professional accounting and a strategic plan from RBT CPAs, LLP. As your business advisors in Mid Hudson Valley, NY, we offer a range of essential services to help your business thrive. Contact our office for more information on the services available, including:

  • Audit Protection
  • Tax Preparation
  • Tax Review
  • Bookkeeping
  • Business Planning

Spend More Time Doing What You Love

Running a business is a challenge, especially in the 21st century. With so many different regulations to follow and documents to file, it is hard for many business owners to get out of their office and out onto the work floor doing what they love. You went into business because you were passionate about your industry, not because you wanted to sit behind a desk. Make us your business advisors so you can spend more time on what matters most to you.

From balancing your books to preparing your tax documents, we handle numerous crucial but often tedious financial tasks to help your business stay healthy. When you need professional insight on your plans for your business’s future, we work alongside you to help your company reach its next step successfully. Give us a call to discuss your goals for your company.

Client Situation Reviews

Our firm has developed a unique business meeting we call the Client Situation Review or CSR. In the course of three to four hours we will facilitate a meeting involving members of your team plus our team including a full complement of HR, strategy, and financial experts. The purpose of the meeting is to identify those issues that are most important to your company. You will receive a complete report from us, and learn what others within and outside your industry are doing.

Benefits of a Client Situation Review:

  • To provide an opportunity for the company to go off line and address important issues
  • To receive a viable work product with ideas and recommendations that will benefit the company
  • For the client to learn what’s been used by others in their industry, or best practices from other industries’ technology
  • In this exercise, you will have an opportunity to see how your business stacks up in comparison to other successful middle market companies
  • You will receive a detailed report summarizing all the issues, ideas and recommendations resulting from the meeting

Who participates?

It has been the Firm’s experience that a CSR is most effective when the client team is composed of knowledgeable participants representing the key disciplines of the client’s company. Ideally the following participants would attend:

  • Executive Management – Owner, General Manager, CEO and/or President, COO
  • Financial Management – VP Finance, CFO, or Controller
  • Production Management – COO, VP Production, General Manager, or Plant Manager
  • Information Technology – CIO, VP-MIS, MIS Manager
  • Marketing/Sales – VP Sales/Marketing, Sales Manager

Contact us for more information about Client Advisory Boards and Client Situation Reviews throughout the Mid-Hudson Valley, NY area.

We are asking our clients to use the RBT Dropbox set up outside our buildings to drop-off your information. Our team will be checking the box throughout the day and upon receipt of the same we will notify you via email or telephone that we have received it. We can also accept your documents via mail, your portal, or a secure email. Please feel free to contact our offices or your RBT professional, to discuss your options. For completed returns or any documents you may need, we can upload them to your portal or mail them to you. Again, please let us know your preference. We will continue to tailor our approach to meet your specific needs, and we will adjust and communicate with you as circumstances change. If you have any questions or concerns about your engagement, please reach out to your RBT professional team.
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